FWM
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ForthRight Wealth Management’s Waste Management WM Stock Holding History

ForthRight Wealth Management’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$12K – 185
2020
Q4 		$12K Buy
+100
New +$11.7K 0.01% 116

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State Street
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Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

ForthRight Wealth Management's WM Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Waste Management (WM) in Q1 2021, closing a stake of 100 shares — an estimated $12K sold.

ForthRight Wealth Management first reported a position in WM in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 1,489 funds tracked by Wall St. Rank hold WM as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Waste Management position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 100 Waste Management shares in Q1 2021, an estimated $12K.
  • ForthRight Wealth Management first reported a position in Waste Management in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Waste Management position peaked at $12K in Q4 2020.
  • 1,489 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.